Display count of user opportunities.
Display count of total leads.
Display count of total opportunities.
Display sum of total revenue.
Display count of new opportunities.
Display count of won opportunities.
Display count of proposition opportunities.
Display count of qualified opportunities.
Various Bar Charts
- Salesperson wise Opportunity
- Sales team wise Opportunity
- Stage team wise Opportunity
Various Pie Charts
- Priority wise Opportunity
- Revenue Salesperson wise
Various Line Charts
- Opportunity Salesperson and Stage wise
- Campaign wise Lead
- Top 5 Probability Opportunity Customer wise (Horizontal Bar Chart)
- Opportunity Win Lose Ratio (KPI)
- and many more…
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Decide which total score deserves to be converted into an opportunity.
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Easily import prospects files with column matching tool.
Customize your pipeline by adding description on stages.
Activities and Calls Management
Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity’s chatter with predefined actions. Track, log and analyse the activities of your team.
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities, enabling more powerful analysis of pipeline – e.g. Lost ratio per stage.
Analyze lost reasons on your opportunities to improve your sales effectiveness.
Log calls in just a few clicks.
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
Get all information right into the opportunity: mails, meetings, next actions, preceeding orders, etc.
Get a clear address book shared amongst your sales persons.
Set customer preferences easily: language, delivery methods, financial data, etc.
Have multiple addresses and contacts for a single company.
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Phone Calls Analysis
Get statistics about your sales communication.
Group sales by any category such as product type, salesperson, country, and sales team.